Legacy Trust Family Wealth Offices is an investment firm based in Ponte Vedra Beach, FL, that offers a unique and comprehensive approach to financial services, specializing in investment management, financial planning, legacy planning, estate trust management, and lifestyle management. With a focus on serving member families, Legacy Trust provides personalized and dynamic asset allocations, fosters financial responsibility, and develops long-term financial strategies to ensure a meaningful legacy for its clients.
By collaborating with world-class research providers and offering a deeply personal approach to legacy planning, Legacy Trust provides comprehensive oversight, responsible investment management, and continuous monitoring of the big picture for a select group of individuals, families, and foundations. With a commitment to protecting legacies and giving back to the community, Legacy Trust also advocates for numerous local and national charities, sharing its time, wisdom, talents, and financial resources.
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